Women, Wealth, and Retirement

Women, Wealth, and Retirement

One of my very first financial planning clients was a single woman in her late 40s named Rachel who lived in Toronto and worked as a self-employed consultant to the not-for-profit sector. She made good money but lacked the confidence to manage her day-to-day finances...
How To Transfer Your RRSP To Wealthsimple

How To Transfer Your RRSP To Wealthsimple

A client asked me to send step-by-step instructions on how to transfer your RRSP to Wealthsimple. He’s moving his $145,000 portfolio from Primerica over to the robo-advisor platform to save on fees. My client’s existing “Asset Builder Fund”...

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